A sound financial plan can help you select investments that are the right fit for you, based on various factors including your long-term objectives and attitude to risk.
It always helps to have a good understanding of your finances and having a strong financial plan will help with this. It will help you know your objectives and how best to meet them.
We’ll gather all the information we need to gain a deep understanding of your current circumstances, we’ll analyse your situation to identify the possibilities and opportunities.
We’ll help create a personalised plan to help you achieve your aspirations and goals. We’ll track your progress, and be as involved as you’d like us to be along the way.
He took time to understand our financial situation. He advised us about the different investments and the risks involved with these. He kept us up to date with the changes. Lee is a very approachable person.
Ian has looked after my investments for several years now. When I wanted to invest in more ethical and environmentally friendly companies, Ian was happy to advise and make recommendations.
Required ethical investments, Ian produced a plan to achieve this. He explained his proposals in easily understandable terms.
He advised very clearly what my options were and also helped when I inherited from my mother’s estate. The growth on my investment has been better than if left with my bank.
Lee always makes me feel like a valued client and is in touch on a regular basis. Lee is doing a fab job and i would recommend him to anyone needing any financial advice!!!